AI Discovery Template IBM Cloud Architecture Center 22nd May 2017 IBM Cloud Architecture Center AI Discovery Template Using the Diagram Template This template is for use in creating a visual representation of AI Discovery There are 7 components to this Architecture: Page 2: Discovery Runtime Flow Diagram Page 3: Discovery Design Time Architecture Page 4: Overall Design Time Process Flow Page 5: Define the Requirements Page 6: Prepare the Environment Page 7: Configure the Environment Page 8: Integrate to Applications You may add numbers (which are provided on page 9) to the diagram to correspond to the runtime flow steps in your architecture. Page 10 will walk you through the steps of graying out unused components in the architecture.

DATA COLLECTION RUNTIME FLOW PUBLIC NETWORK CLOUD NETWORK ENTERPRISE NETWORK 3 DISCOVERY APPLICATIONS KNOWLEDGE ENGINEER TRANSFORMATION & CONNECTIVITY 1 2 Create Environments Create Collections Add Documents Enrich Documents Clean & Normalize USER EDGE SERVICES APIs 5 BUSINESS ARCHITECT DOMAIN EXPERT Query/ Response 4 DISCOVERY SERVICE KNOWLEDGE STUDIO (Optional) APIs Enrich with Custom Annotators DEVELOPER END USER RUNTIME FLOW DATA COLLECTION RUNTIME FLOW 2 4 PUBLIC DATA SOURCES EDGE SERVICES INGESTION APPLICATION COLLECTION TRANSFORMATION & CONNECTIVITY DATA CRAWLER 1 APIs APIs APIs APIs INGESTION APPLICATION Server Side (Alternative to Crawler) INGESTION APPLICATION Client Side (Alternative to Crawler) ENTERPRISE DATA SOURCES Ingestion 3 CURATED DATA SOURCES (Pre Enriched) LEGEND Application Infrastructure Data Store Security User SECURITY

OVERALL DESIGN TIME ARCHITECTURE ENTERPRISE DATA SOURCES PUBLIC NETWORK CLOUD NETWORK ENTERPRISE NETWORK CURATED (PRE-ENRICHED) COLLECTION PUBLIC DISCOVERY SERVICE KNOWLEDGE ENGINEER Ingestion KNOWLEDGE STUDIO (optional) Enrich with custom annotators DATA CRAWLER INGESTION APPLICATION BUSINESS ARCHITECT DOMAIN EXPERT Create Environment Create Collections Add Documents Enrich Documents Clean and Normalize 2 DEVELOPER Server Side (Alternative to Crawler) APIs DESIGN TIME FLOW DATA COLLECTION FLOW TRANSFORMATION & CONNECTIVITY SERVICES Client Side

OVERALL DESIGN TIME PROCESS FLOW 1.0. DEFINE THE REQUIREMENTS 2.0. PREPARE THE ENVIRONMENT 3.0. CONFIGURE THE ENVIRONMENT 4.0.INTEGRATE TO APPLICATIONS START 1.1 DEFINE BUSINESS REQUIREMENTS 2.1. INSTANTIATE ENVIRONMENT 3.1. CONFIGURE CONVERSIONS 4.1. REFINE QUERIES END 1.2 ANALYZE CONTENT 2.2. CREATE COLLECTIONS 3.2. CONFIGURE ENRICHMENTS 4.2. DEVELOP BUSINESS LOGIC Iterate 3.3. CONFIGURE NORMALIZATIONS 4.3. DEVELOP USER INTERFACE 3.4. ADD DOCUMENTS Iterate 3.5. BUILD QUERIES 3

1.0. DEFINE THE REQUIREMENTS BUSINESS REQUIREMENTS START to 2.0. 1.1. DEFINE BUSINESS REQUIREMENTS 1.2. ANALYZE CONTENT 1.1.1. Identify end user business goals to determine the functional capabilities and requirements of the solution. 1.1.2. Identify information requirements to define the type and source of data required. 1.1.3. Define the end user experience to determine how the user will interact with the system. 1.1.4. Identify security and privacy requirements to determine controls. 1.1.5. Identify system boundaries to determine integration needs with other systems. 1.2.1. Identify major types of queries to determine what type of data and cognitive enrichments should be selected. 1.2.2. Identify the conversion needs for each types of document. 1.2.3. Identify the data schema of the documents to determine the format of the documents. 1.2.4. Identify cognitive enrichments and the data fields that they need to be applied to. 4

2.0. PREPARE THE ENVIRONMENT from 1.0 to 3.0. 2.1. INSTANTIATE ENVIRONMENT 2.2 . CREATE COLLECTIONS Using the IBM Cloud console: 2.1.1. Create WDS Instance on IBM Cloud with initial Credentials. Using WDS tooling: 2.2.1. Create a Private Collection. 2.2.2. Or select one of the Curated Pre- Enriched Content Collections (Currently only News is available) 2.2.3. Optionally create Custom Configuration. Using the IBM Cloud WDS dashboard: 2.1.2. Connect WDS instance to an existing application or service 5

3.0. CONFIGURE THE ENVIRONMENT 3.3. CONFIGURE NORMALIZATIONS From 3.0. 3.1. CONFIGURE CONVERSIONS 3.2. CONFIGURE ENRICHMENTS Using WDS tooling: 3.1.1. Add up to 10 sample documents 3.1.2. Set up rules to convert documents from PDF, WORD, HTML to JSON Using WDS tooling, start creating a Custom Configuration: 3.2.1. Select Fields to be enriched with any of the following: - Entity Extraction, - Keyword Extraction, - Taxonomy Classification, - Concept Tagging, - Relation Extraction, - Sentiment Analysis, - Emotion Analysis. Iterate To 4.0. 3.3. CONFIGURE NORMALIZATIONS 3.4. ADD DOCUMENTS 3.5. BUILD QUERIES Using WDS tooling: 3.3.1. Set up rules to Clean and Normalize data by using Move, Merge, Copy, Remove Fields. Using WDS tooling: 3.4.1. Add documents to the collection via the WDS tool or the Crawler or a custom ingestion app that the user develops using the ingestion APIs. Using WDS tooling: 3.5.1. Build Queries 3.5.2. Choose Filters and Aggregations 3.5.3. Note the API call for your data collection. Note the Query URL. Iterate 6

4.0.INTEGRATE TO APPLICATIONS From 3.0. END 4.1. REFINE QUERIES 4.2. DEVELOP BUSINESS LOGIC 4.3. DEVELOP USER INTERFACE Using WDS tooling: 4.1.1. Refine Queries for the end user application. Using the SDK of your choice: 4.2.1. Develop business logic and add the Query API to your application. Using the SDK of your choice: 4.3.1. Develop User Interface or Application Wrapper. 7

Runtime numbers IBM Cloud Architecture Center 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

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